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| J Mandwelle Capital Strategies LLC
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|---|---|
| CRD # | 166330 |
| SEC # | 801-113486 |
| CIK # | |
| AUM | $37.5 MM (2023-02-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 518-792-4519 |
| Address | 15 Sycamore Drive Queensbury, NY 12804 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 16.9 |
| (b) Individuals (high net worth individuals) | 26 | 20.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 134 | 37.5 |
| By Discretionary | ||
| Discretionary | 134 | 37.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 134 | 37.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 37.5 | |
| Total | 134 | 37.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
R Seeger Wealth Management Ltd
✚
|
NY | 0.0 |
|
Cadogan Park Advisors Inc
✚
|
0.0 | |
|
Wilian Securities LLC
✚
|
MN | 0.0 |
|
Picea Capital LLC
✚
|
NY | 0.0 |
|
Nomad Fintech Inc
✚
|
CA | 0.0 |
|
Fiduciary Management Group LLC
✚
|
NY | 0.0 |
|
Parlin Advisors LLC
✚
|
NY | 0.0 |
|
Anchor Capital Management LLC
✚
|
NY | 0.0 |
|
Secure Investment Management LLC
✚
|
AZ | 0.0 |
|
New Amsterdam Wealth Planning
✚
|
NY | 0.0 |